AWC
XLSR icon

Adamsbrown Wealth Consultants’s State Street US Sector Rotation ETF XLSR Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Buy
+3,864
New +$246K 0.05% 141

Other funds holding XLSR

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Adamsbrown Wealth Consultants's XLSR Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 3,864 shares worth $251K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings.

22 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Adamsbrown Wealth Consultants held 3,864 shares of State Street US Sector Rotation ETF worth $251K as of Q2 2026.
  • State Street US Sector Rotation ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
  • State Street US Sector Rotation ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #141 holding.
  • 22 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.